> For the complete documentation index, see [llms.txt](https://predictram.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://predictram.gitbook.io/docs/sample-research-report/research-report-guideline.md). # Research Report Guideline ## PredictRAM Equity Research Report Guidelines ### Introduction This document provides comprehensive guidance on creating research reports that will score well in the PredictRAM platform's enhanced analysis system. Following these guidelines will help ensure your reports receive positive evaluations across key metrics including factual accuracy, predictive power, bias control, originality, risk disclosure, and transparency. ### Sample Report Structure & Best Practices #### 1. Report Header & Classification Elements **DO:** * Include a clear, descriptive title with both company and theme/catalyst * Specify report type (equity, sector, thematic, economy, scenario) * List all covered tickers in standard bracketed format: \[TICKER.NS] * Provide a specific time horizon (e.g., 12-month, 24-month) * Include analyst name(s) and publication date * Add a concise sub-heading that captures the investment thesis **DON'T:** * Use vague, generic titles lacking specificity * Omit report classification details * Format tickers inconsistently (must use \[TICKER.NS] format) * Leave time horizon ambiguous * Submit without analyst attribution **Example:** ``` # [Company/Sector] Research Report — [Coverage Scope] Title: [Company/Sector] — [Key Investment Theme] Sub-heading: [Concise thesis statement] Analyst: [Full Name] Date: [Publication Date] Report Type: [equity/sector/thematic/economy/scenario] Coverage Tickers: [TICKER1.NS], [TICKER2.NS] Time Horizon: [X] months ``` #### 2. Executive Summary **DO:** * Summarize key points in 3-5 bullet points * Include specific price targets with timeframes * Mention methodology approach * Highlight risk-reward balance * Reference primary drivers and catalysts **DON'T:** * Write lengthy paragraphs * Use generic statements without quantification * Focus only on upsides without balanced view * Omit price targets or timeframes #### 3. Investment Thesis **DO:** * Provide clear, logical reasoning for recommendations * Include both positive factors AND counterpoints/challenges * Connect industry trends to company specifics * Highlight competitive advantages and weaknesses * Reference relevant industry metrics and benchmarks **DON'T:** * Present one-sided arguments * Make claims without supporting evidence * Use excessive hyperbole ("best in class," "revolutionary") * Ignore industry-specific context or competition #### 4. Financial Analysis & Projections **DO:** * Include specific metrics (CAGR, margins, ratios) * Provide multi-year projections with clear timeframes * Show key financial drivers and assumptions * Compare with historical trends and industry averages * Break down business segments when relevant **DON'T:** * Provide projections without underlying assumptions * Use overly precise numbers suggesting false accuracy * Ignore industry-specific metrics * Fail to explain significant year-over-year changes #### 5. Valuation Methodology **DO:** * Explicitly state valuation method(s) used (DCF, multiples, SoTP) * Provide key inputs (WACC, terminal growth, peer sets) * Include sensitivity analysis for key variables * Triangulate between different valuation approaches * Explain premium/discount to peers or historical averages **DON'T:** * Use valuation models without explaining methodology * Apply inappropriate valuation methods for sector * Fail to justify target multiples * Omit key assumptions * Ignore sector-specific valuation metrics #### 6. Scenario Analysis (Base/Bull/Bear) **DO:** * Include 3+ scenarios with specific price targets * Assign probability weightings to scenarios * Detail assumptions for each scenario * Ensure bear case is credible and substantive * Quantify key drivers in each scenario **DON'T:** * Create unrealistic bull case or minimized bear case * Omit scenario probabilities * Use vague language without specific metrics * Apply inconsistent methodologies across scenarios * Ignore macro factors in scenario development #### 7. Risk Disclosure **DO:** * Categorize risks (market, execution, regulatory, etc.) * Include industry and company-specific risks * Quantify potential impact where possible * Discuss both likelihood and magnitude * Address emerging/non-traditional risks **DON'T:** * Provide generic risk statements applicable to any company * Underweight significant risks * Focus only on external factors ignoring operational risks * Omit sector-specific regulatory considerations * Exclude contingency discussion #### 8. Geopolitical & Policy Assessment **DO:** * Identify specific relevant policies/regulations * Discuss potential changes and impacts * Analyze cross-border considerations if applicable * Reference recent policy developments * Discuss both risks and opportunities **DON'T:** * Make political statements or predictions * Ignore relevant policy developments * Discuss policies without connecting to investment impact * Overemphasize unlikely extreme scenarios #### 9. ESG Considerations **DO:** * Address environmental, social AND governance factors * Highlight material ESG factors specific to industry * Reference company ESG initiatives and metrics * Discuss ESG risks AND opportunities * Compare to industry benchmarks or standards **DON'T:** * Provide generic ESG boilerplate language * Focus on immaterial ESG factors * Ignore industry-specific ESG concerns * Overlook governance considerations * Make unsupported claims about ESG performance #### 10. Timeline & Milestones **DO:** * Define specific review periods and triggers * Include key events/catalysts with dates * Set clear monitoring parameters * Specify conditions that would warrant thesis revision * Include both company-specific and market-wide triggers **DON'T:** * Omit monitoring framework * Provide vague timeframes * Ignore potential catalysts or inflection points * Fail to quantify monitoring triggers #### 11. Data Sources & Methodology **DO:** * Cite specific data sources (Bloomberg, Reuters, Company Reports) * Explain methodology considerations and limitations * Acknowledge data timeframes and potential staleness * Disclose assumptions where direct data is unavailable * Mention verification methods for critical data points **DON'T:** * Use unsourced data or claims * Rely on outdated information without acknowledgment * Fail to explain methodological choices * Present estimates as facts without qualification * Omit disclosure of calculation methods for derived metrics #### 12. SEBI-Compliant Disclosures **DO:** * Include SEBI registration details * Provide clear analyst certification statement * Disclose any conflicts of interest * Add appropriate company disclaimers * Include forward-looking statements disclaimer **DON'T:** * Omit any required regulatory disclosures * Use non-standard disclaimer language * Fail to address potential conflicts * Exclude regulatory context specific to Indian markets * Make guarantees about future performance ### Scoring Enhancement Tips To maximize your report's quality score in the PredictRAM system: 1. **Factual Accuracy Score:** * Cite 5+ distinct, verifiable data sources * Include 15+ numerical data points with proper units * Reference 8+ industry-standard financial metrics * Use verification statements ("confirmed by," "according to") * Cross-reference critical data points from multiple sources 2. **Bias Control Score:** * Include balanced perspective statements ("however," "on the other hand") * Acknowledge 8+ specific risks or challenges * Use neutral language (avoid "definitely," "certainly," "guaranteed") * Present multiple scenarios with balanced probabilities * Avoid exclusively positive or negative phrasing 3. **Predictive Power Score:** * Include specific price targets with explicit timeframes * Provide detailed methodology explanation * State clear, testable assumptions * Include sensitivity analysis for key variables * Reference historical predictive accuracy when available 4. **Risk Disclosure Score:** * Categorize risks into 5+ distinct types * Include both industry-wide and company-specific risks * Quantify potential impact where possible * Discuss mitigation factors * Address timing/likelihood of various risks 5. **Transparency Score:** * Explain all methodologies in detail * Disclose limitations of analysis * Provide source information for all major claims * Clearly separate facts from opinions * Explain changes from previous views if applicable 6. **Content Guidelines Compliance:** * Follow standard report structure * Use consistent formatting for tickers (\[TICKER.NS]) * Include all required sections * Provide appropriate level of detail for report type * Format according to platform standards ### Ticker Format Requirements The platform's ticker extraction system ONLY recognizes Indian stocks in bracketed format. You MUST use: * \[TICKER.NS] for NSE-listed stocks * \[TICKER.BO] for BSE-listed stocks Examples: * Correct: \[RELIANCE.NS], \[TCS.NS], \[INFY.NS] * Incorrect: RELIANCE, RELIANCE.NS, NSE:RELIANCE ### Enhanced Analysis Parameter Coverage To ensure your report receives comprehensive enhanced analysis: 1. **SEBI Compliance Parameters:** * Include all required regulatory disclosures * Follow SEBI research analyst guidelines * Address conflict of interest explicitly * Include clear risk disclosure section * Add analyst certification statement 2. **Content Guidelines Parameters:** * Provide detailed methodology explanations * Include balanced risk assessment * Present multiple scenarios * Specify clear timeframes * Include appropriate level of detail 3. **Geopolitical Assessment Parameters:** * Discuss relevant global trade impacts * Address regulatory environment changes * Consider cross-border implications * Evaluate policy shift probabilities * Assess geopolitical risk exposure 4. **ESG Parameters:** * Cover all three ESG aspects * Provide specific company ESG metrics * Compare to industry standards * Identify material ESG factors * Discuss ESG trajectory and commitments 5. **Stock Quality Parameters:** * Include fundamental analysis metrics * Address balance sheet strength * Evaluate management quality * Discuss business model sustainability * Consider competitive positioning By following these guidelines, your research reports will achieve higher quality scores and more comprehensive enhanced analysis in the PredictRAM platform. --- # Agent Instructions This documentation is published with GitBook. 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